0001085146-19-002793.txt : 20191108 0001085146-19-002793.hdr.sgml : 20191108 20191108113844 ACCESSION NUMBER: 0001085146-19-002793 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191108 DATE AS OF CHANGE: 20191108 EFFECTIVENESS DATE: 20191108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peninsula Wealth, LLC CENTRAL INDEX KEY: 0001600052 IRS NUMBER: 800535310 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18772 FILM NUMBER: 191203000 BUSINESS ADDRESS: STREET 1: 350 TOWNSEND STREET STREET 2: SUITE 411 CITY: SAN FRANCISCO STATE: CA ZIP: 94107 BUSINESS PHONE: 650-477-2126 MAIL ADDRESS: STREET 1: 350 TOWNSEND STREET STREET 2: SUITE 411 CITY: SAN FRANCISCO STATE: CA ZIP: 94107 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001600052 XXXXXXXX 09-30-2019 09-30-2019 false Peninsula Wealth, LLC

350 TOWNSEND STREET SUITE 411 SAN FRANCISCO CA 94107

13F HOLDINGS REPORT 028-18772 N Ashley Smith-Roos 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 11-05-2019 0 38 200139 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 220 180 SH SOLE 0 0 180 ALPHABET INC CAP STK CL C 02079K107 372 306 SH SOLE 0 0 306 AMAZON COM INC COM 023135106 253 145 SH SOLE 0 0 145 APPLE INC COM 037833100 3369 15043 SH SOLE 0 0 15043 CISCO SYS INC COM 17275R102 406 8238 SH SOLE 0 0 8238 DISNEY WALT CO COM DISNEY 254687106 249 1912 SH SOLE 0 0 1912 FACEBOOK INC CL A 30303M102 329 1847 SH SOLE 0 0 1847 FORD MTR CO DEL COM 345370860 132 14411 SH SOLE 0 0 14411 GILEAD SCIENCES INC COM 375558103 4727 74603 SH SOLE 0 0 74603 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 299 5159 SH SOLE 0 0 5159 INVESCO QQQ TR UNIT SER 1 46090E103 3166 16767 SH SOLE 0 0 16767 ISHARES TR CORE S&P500 ETF 464287200 220 736 SH SOLE 0 0 736 ISHARES TR IBOXX HI YD ETF 464288513 463 5313 SH SOLE 0 0 5313 ISHARES TR NATIONAL MUN ETF 464288414 536 4699 SH SOLE 0 0 4699 ISHARES TR RUS 1000 GRW ETF 464287614 207 1294 SH SOLE 0 0 1294 ISHARES TR TIPS BD ETF 464287176 465 3988 SH SOLE 0 0 3988 MICROSOFT CORP COM 594918104 515 3707 SH SOLE 0 0 3707 NIKE INC CL B 654106103 407 4328 SH SOLE 0 0 4328 NVIDIA CORP COM 67066G104 887 5092 SH SOLE 0 0 5092 ORACLE CORP COM 68389X105 15509 281835 SH SOLE 0 0 281835 PEPSICO INC COM 713448108 337 2460 SH SOLE 0 0 2460 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 741 6818 SH SOLE 0 0 6818 SPDR SERIES TRUST S&P DIVID ETF 78464A763 221 2151 SH SOLE 0 0 2151 STARBUCKS CORP COM 855244109 216 2426 SH SOLE 0 0 2426 SYNOPSYS INC COM 871607107 561 4083 SH SOLE 0 0 4083 UNITED TECHNOLOGIES CORP COM 913017109 206 1510 SH SOLE 0 0 1510 VANGUARD GROUP DIV APP ETF 921908844 286 2397 SH SOLE 0 0 2397 VANGUARD INDEX FDS GROWTH ETF 922908736 44934 270255 SH SOLE 0 0 270255 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3717 39826 SH SOLE 0 0 39826 VANGUARD INDEX FDS SMALL CP ETF 922908751 9361 60867 SH SOLE 0 0 60867 VANGUARD INDEX FDS VALUE ETF 922908744 48555 434945 SH SOLE 0 0 434945 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 17946 445869 SH SOLE 0 0 445869 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 251 3344 SH SOLE 0 0 3344 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1802 19750 SH SOLE 0 0 19750 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 568 10679 SH SOLE 0 0 10679 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 36062 877965 SH SOLE 0 0 877965 VISA INC COM CL A 92826C839 1311 7620 SH SOLE 0 0 7620 WISDOMTREE TR US LARGECAP DIVD 97717W307 333 3360 SH SOLE 0 0 3360